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Week Ahead

15

Jul 2025
Week Ahead: Washington’s Crypto Gamble

Ethereum has surged past the $3,000 mark, driven by record ETF inflows, and now faces a critical juncture shaped by two forces: upcoming U.S. inflation data and major crypto-related legislative activity in Washington. Don’t write off the notion of “America …

8

Jul 2025
Week Ahead: Big Beautiful Amendments

Trump’s fiscal monster has ignited the markets. Stocks are surging, the dollar is faltering, and bond markets are on edge. The bill spans virtually every aspect of the U.S. economy, from defense and energy to healthcare and taxation. But embedded …

1

Jul 2025
Week Ahead: Markets Bet Big on Fed Pivot

As we move into a critical stretch of the trading calendar, markets are rallying not on earnings strength or economic resilience—but on the growing belief that the Federal Reserve will be forced to pivot. Political tension is escalating, macroeconomic signals …

23

Jun 2025
Week Ahead: Money on the Meds

Healthcare stocks are traditionally known for offering stability during uncertain times. Yet over the past year, the sector has defied that reputation, falling by 29%, making it the worst-performing sector in the S&P 500. This dramatic downturn has prompted traders …

17

Jun 2025
Week Ahead: Liquidity’s Quiet Ascent and Market Fragility

A booming stock market typically signals strong economic momentum, but in 2025, that narrative doesn’t quite hold up. Instead of riding on corporate earnings or productivity, markets are floating on a wave of liquidity. That should give traders and investors …

10

Jun 2025
Week Ahead: Trade Talks, Tariffs & the Fed

After a strong finish to last week, financial markets kicked off Monday with cautious optimism. Friday’s upbeat U.S. labor report, which showed 139,000 jobs added in May, exceeding expectations of 125,000, provided the initial lift. The labor market's latest puzzling …

4

Jun 2025
Week Ahead: Tactical Tensions & Long-Term Divergences

  There is no gunfire, but the economic war between the U.S. and China has reemerged with renewed volatility. The world’s two largest economies are again locking horns over critical industries such as semiconductors, steel, aluminum, and rare earth minerals, …

27

May 2025
Week Ahead: U.S. Debt at a Tipping Point

The United States has maintained a confident borrowing stance for decades, underpinned by global trust in the U.S. dollar and robust demand for Treasury securities. This confidence is starting to display signs of strain. With the national debt exceeding $36 …

19

May 2025
Week Ahead: Markets Begin the Week on Edge After Moody’s U.S. Downgrade

As the new trading week begins, markets are facing a fresh wave of uncertainty due to Moody’s decision to downgrade the United States’ sovereign credit rating from AAA to Aa1. Although the new rating still indicates a high-quality borrower, this …

13

May 2025
Week Ahead: Optimism Returns on Trade Talks and Diplomatic Progress

Equity markets are entering the week with cautious optimism as a mix of diplomatic breakthroughs, trade progress, and geopolitical de-escalation breathes new life into risk sentiment. After enduring months of heightened volatility and headline fatigue, the latest developments—ranging from new …

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